Knowledge Base

Default Settings – Quotes Valid Until

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• 1517

Default Settings – FOB & Completed Method

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• 1150

Default Settings – Relationship, Source, & Est. Lead Time

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• 1177

Default Settings – Payment Terms & Pricing Level

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• 1201

Setting default Sales Rep & Project Managers for all new records

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• 1200

Triggered Transaction Emails

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• 1249

Localization Settings

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• 1119

File Approval Work Order Settings

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• 1712

File Approval Quotes Settings

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• 3402

Setting Default Work Order Times

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• 1395